We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a region where it sees a big opportunity. Mark and Dan discuss how both its US and UK arms are faring, as well as its valuation case.

Next up, Holly McKechnie discusses our latest Big Read on beating the trap of leasehold properties. Holly and Dan unpack everything from how to spot issues when renting or buying a leasehold to the impact Labour’s reforms will have.

Last up, Valeria Martinez covers whey-based protein products producer Applied Nutrition (APN). Its second-half results showed good performance thanks to well-received product launches. Valeria explains why momentum is on the company’s side.

Timestamps

1:25 PensionBee

18:00 Leaseholds

34:48 Applied Nutrition

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We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of global performances, and what the business’s valuation appears to be.

Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind the piece, how it can help find stocks trading at less than their worth, and how to tell if a company is focusing on the right part of a business.

Lastly, Julian Hofmann covers Novo Nordisk (DK:NOVO.B), which saw shares rise after Eli Lilly’s (US:LLY) oral weight-loss pill underwhelmed regulators. Competition is still fierce in the sector, but a new Novo CEO could give the company the boost it needs.

Read more on these topics

How to spot undervalued shares

Deep Dives

Timestamps

1:16 Savills

13:41 Spotting undervalued shares

26:33 Weight loss drugs

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This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wider sector – is truly on the road to recovery.

Our big read of the week looks at six different ways of pension planning. Personal finance editor Val Cipriani analyses the all-important topic of how to make your money last in your retirement.

Finally Valeria Martinez looks at recent results from consultancy turned activist investor Science Group, which is sitting on excess cash made from its stake in rival Ricardo earlier this year.

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Timestamps

1:38 Jupiter

13:35 Retirement Strategies

24:44 Science Group

Midroll 24:43

Find out more about these topics:

One-third drop in Jupiter’s earnings clouds recovery hopes

How to find your ‘retirement profile’ – and how to invest for it

Science Group cashes in on Ricardo activist campaign

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